Top advisors in Hawaii
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering financial advisors in Hawaii because you want guidance that fits the unique local economy and lifestyle. A common mistake is choosing an advisor who applies mainland strategies without adjusting for Hawaii's higher living costs and distinct tax environment.
- Local market insight. Confirm how they incorporate Hawaii's housing prices and cost of living into your financial plan.
- Tax strategy adaptation. Ask how they handle state-specific taxes and deductions that differ from the mainland.
- Retirement planning for island life. Ensure they consider factors like healthcare access and travel costs unique to Hawaii.
- Investment approach. Look for advisors who balance local opportunities with diversified portfolios suited to your goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher R
Series 63, Series 65
Lihue, HI
LPL Financial
Christopher Rine's 29 years of experience and expertise in wealth management and retirement plans for business owners make him well-equipped to address the financial needs of clients in Hawaii's unique economic environment. Operating through LPL Financial, a large firm offering flat-fee planning and a broad range of investment and insurance products, he provides diversified solutions supported by in-house research, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 29 years
Avg account: $399,489
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Jennifer C
Series 63, Series 65
Honolulu, HI
Cetera
Jennifer Cabo's 15 years of experience and expertise in wealth management and retirement plans for business owners make her well-suited to address the financial needs of clients in Hawaii, considering local economic factors. Operating within Cetera, a large firm offering flat-fee and AUM-based pricing, she provides access to diverse portfolio management options and specialized retirement services, distinguishing her from advisors with smaller firm affiliations or narrower service scopes.
Experience: 15 years
Avg account: $306,089
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John R
Series 63, Series 66
San Francisco, CA
1919 Investment Counsel, LLC
John Roberson's expertise in ESG, private investments, and real estate investing equips him to address complex financial needs, including those relevant to high-net-worth clients. Operating from 1919 Investment Counsel, which manages nearly $24 billion and offers family office services, he employs a core and satellite investment approach focused on liquid equities and fixed income, differentiating him from advisors with more localized or fee-structured practices.
Experience: 20 years
Avg account: $4,080,449
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Cade C
Series 63, Series 66
Laguna Hills, CA
Edward Jones
Cade Cherry's 13 years of experience and expertise in retirement income strategy and wealth management equip him to address financial planning needs, though he is based in California rather than Hawaii. His affiliation with Edward Jones, a large firm known for comprehensive advisory programs and trust services, offers access to diverse investment solutions and institutional resources, which may differentiate him from local advisors focused solely on the Hawaiian market.
Experience: 13 years
Avg account: $246,728
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Christina H
Series 63, Series 65
Honolulu, HI
Morgan Stanley
Christina Hom's 39 years of experience and her role at Morgan Stanley equip her to address the financial nuances of living in Hawaii, including estate planning and adapting strategies to local economic conditions. Her affiliation with a large firm offering extensive advisory programs and her deep community ties in Honolulu distinguish her from other advisors by combining broad resources with local insight.
Experience: 39 years
Avg account: $670,481
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